Financial Services Representative
Moody Street Group
Job Description
Job Description
The Moody Street Group, LLC , a general agency, of The Companies of OneAmerica® , works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth. The Moody Street Group, LLC , with offices in Newton, Massachusetts and South Windsor, Connecticut is actively recruiting new associates. We are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential.
Our Financial Services Sales Representatives , utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work, which allows financial representatives more time to see and interact with clients. Our marketing team provides new Financial Services Sales Representatives with a comprehensive and sophisticated training program. New Financial Services Sales Representatives will also benefit from a wide range of technical sales support provided by professional career associates who are leaders in the industry. We offer competitive compensation. We also provide group benefits, pension, tuition reimbursement for professional designations and conferences at worldwide locations. #ZR
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- ...Position Purpose : Provides a variety of financial functions, as well as administrative... ...resolves questions received from Customer Service or Collections regarding refunds,... ...applications. Communicates with bank representatives to request copies, credit memos, debit...SuggestedWork at officeLocal areaShift work
$55k - $95k
...Financial Services Representative The Moody Street Group, LLC, a general agency of OneAmerica Financial, provides financial strategies and solutions to individuals, families, and business owners. We work closely with clients to help them evaluate financial goals, manage...Suggested- ...Job Description Job Description Join Our Team as a Financial Services Representative Location: Waltham, MA | Full-Time Do you have a passion for helping others reach their financial goals? Want to turn your passion for helping people into a rewarding career at...SuggestedFull time
- ...families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve... ...potential. Our Financial Services Sales Representatives , utilize a values based approach and market...SuggestedWork at officeWorldwide
$40k - $100k
...03034 Bonus based on performance Opportunity for advancement Paid time off Parental leave ROLE DESCRIPTION As a Financial Services Representative - State Farm Agent Team Member with Steve Hare - State Farm Agent, you will successfully market the financial products...SuggestedFull timeFor contractors- ...practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors... ...but not limited to retail, consumer products, financial services, healthcare, energy and technology. Across sectors, BRG has...Full timeWork experience placementLocal area
$120k - $185k
...practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors... ...but not limited to retail, consumer products, financial services, healthcare, energy and technology. Across sectors, BRG has...Full timeWork experience placementLocal area- ...Financial Solutions Advisor - Boston West Market Brookline, Massachusetts;Wellesley, Massachusetts; Newton, Massachusetts; Needham,... ...Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds •...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...financial strength and access to the best products and services for our clients. Our Financial Representatives and...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours$58.1k - $87k
...create meaningful impact for our consumers. If you believe the best way to do your job hasn’t been invented yet, you’ll fit right in. Financial Analyst, Corporate FP&A Summary of the Position Are you a highly analytical finance professional with a passion for financial...Full timeTemporary workWork at officeLocal areaFlexible hours3 days per week$60k - $125k
...enhance client relationships through active participation in the financial planning process. Responsibilities include creating and... ...and information within client relationship management platform Service as the day‑to‑day contact for client needs and collaborate with...Work at officeLocal areaRemote work2 days per week- ...Relationship Banker - Watertown Square Financial Center Watertown, Massachusetts **To proceed with your application, you must be at least... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Work at officeFlexible hoursShift workWeekend workDay shift
$170k - $175k
...Waste sectors. The Associate position encompasses client advisory services including the origination and execution of M&A, leveraged... ..., securities issuance, capital restructuring, etc. * Provides financial analysis reports for investment transactions. * Prepares marketing...Full timeLocal areaMonday to FridayFlexible hours- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible... ...client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigates...Temporary workWork at officeMonday to FridayShift workDay shift
$36k - $150k
...opportunity to have it all. Join our growing organization as a Financial Advisor. Are you looking for a career with a community? Do you... ...The Bulfinch Group. We take an uncommon approach to financial services, focusing on long‑term results and leveraging technology,...Permanent employmentWork at officeShift work$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- ...relationships, constantly challenging yourself, and providing financial planning and expertise, then we would like to talk to you! Our... ...license required. CFP designation a plus 6+ years of financial services experience with an emphasis on sales Excellent verbal and...Work at officeWeekday work
- ...As a Loan Servicing Representative, you are responsible for efficiently onboarding various types of loans into our Core COCC Insight System,... ...experience preferred • Minimum two (2) years of experience in financial services industry and banking operations preferred •...Work at office
$21.5 - $26 per hour
The Relationship Banker II role will provide services for Banking Center customers and assist the team in achievement of sales, service... ...Guidelines. The role will process all customer related financial transactions in accordance with the rules, regulations, and guidelines...Flexible hoursWeekend work- ...Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality... ...the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing...Immediate startAfternoon shift
$21.5 - $26 per hour
Relationship Banker II The Relationship Banker II role will provide services for Banking Center customers and assist the team in... ...Strategic Guidelines. The role will process all customer related financial transactions in accordance with the rules, regulations, and guidelines...Flexible hoursWeekend work- ...and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and... ...and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage...Immediate startAfternoon shift
$60k - $85k
...fundraising, deal, research, investor servicing, portfolio management, and compliance teams... ...on rapidly increasing demand for our financial technology solutions. Role Overview:... ...competitive pay practices. The listed range represents the base salary for this role, with...Local areaWorldwideRelocation package3 days per week- Are you organized and detail-oriented? Do you want to be part of a growing team? Johnson Brunetti, a leading financial services firm based in Connecticut, is expanding its Needham, MA team and seeking an enthusiastic client focused candidate to provide office administration...Work at officeFlexible hours
- ...knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques... ...deliverables. Leverage digital tools to ensure client is versed on self-service options Required Qualifications, Capabilities and Skills...
$60k
...record of success, to join our growing team. In your role as a Financial Associate, we will help you build your own career in... ...Success People Orientated Background In Finance Or Financial Services Is NOT REQUIRED. We are committed to your success and will provide...Remote workWorldwide- ...Job Description The Financial Associate performs a broad range of complex accounting and program administration responsibilities related... ...procedures related to assigned duties and provides outstanding customer service to stakeholders across campus. Corporate Cards Oversees...Temporary workWork at office3 days per week
$60k
...record of success, to join our growing team. In your role as a Financial Associate, we will help you build your own career in... ...Success People Orientated Background In Finance Or Financial Services Is NOT REQUIRED. We are committed to your success and will provide...Remote workWorldwide- ...ownership, impact, and long-term growth in your career? Commonwealth Financial Group is seeking ambitious, relationship-driven professionals... ...lasting. You do not need prior experience in financial services to be successful in this role. We welcome candidates from a variety...Work experience placement
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